Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Meet Our Team
Tricia M. Hollander Henning, CFP®, CIMA®, CPWA®
Managing Director, Family Wealth Advisor
Teri M. Hollander Albin, CFP®, CIMA®, CPWA®
Managing Director, Family Wealth Advisor
Tawne Wandling, CFP®, CPWA®, RICP®
Vice President, Associate Financial Advisor
Dianne Daniel
Senior Client Specialist
Savanah Holland
Client Specialist
Charli Miller
Client Specialist
Lauren Carie
Client Assistant
Savannah French
Client Assistant
How We Work With You
